Patten Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Patten Group’s Portfolio IXJ Stock Details IXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-305	Closed	-$17K	–	379
2018 Q4	$17K	Buy	305 +155	+103%	+$9.28K	0.01%	384
2018 Q3	$9K	Hold	150	–	–	﹤0.01%	530
2018 Q2	$8K	Hold	150	–	–	﹤0.01%	522
2018 Q1	$8K	Hold	150	–	–	﹤0.01%	481
2017 Q4	$8K	Hold	150	–	–	﹤0.01%	506
2017 Q3	$8K	Hold	150	–	–	﹤0.01%	499
2017 Q2	$8K	Hold	150	–	–	﹤0.01%	515
2017 Q1	$8K	Hold	150	–	–	﹤0.01%	487
2016 Q4	$7K	Hold	150	–	–	﹤0.01%	492
2016 Q3	$7.34K	Hold	150	–	–	﹤0.01%	492
2016 Q2	$7.57K	Hold	150	–	–	﹤0.01%	476
2016 Q1	$7.22K	Hold	150	–	–	﹤0.01%	500
2015 Q4	$7.7K	Hold	150	–	–	﹤0.01%	517
2015 Q3	$7.38K	Hold	150	–	–	﹤0.01%	454
2015 Q2	$8.15K	Buy	+150	New	+$8.25K	﹤0.01%	460
2015 Q1	–	Sell	-150	Closed	-$7K	–	214
2014 Q4	$7K	Buy	+150	New	+$7.45K	﹤0.01%	242

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Patten Group's IXJ Position: Q1 2019 in Review

Patten Group sold out of iShares Global Healthcare ETF (IXJ) in Q1 2019, closing a stake of 305 shares — an estimated $17K sold.

Patten Group first reported a position in IXJ in Q4 2014 and held it in 16 quarters. The position peaked at $17K in Q4 2018. 201 funds tracked by Wall St. Rank hold IXJ as of Q1 2019.

Patten Group reported no remaining iShares Global Healthcare ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 305 iShares Global Healthcare ETF shares in Q1 2019, an estimated $17K.
Patten Group first reported a position in iShares Global Healthcare ETF in Q4 2014 and held it in 16 quarters.
Patten Group's iShares Global Healthcare ETF position peaked at $17K in Q4 2018.
201 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.